Haleon plc - HLN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 146,539,663 | 1,466,862 | 0.81% | 0.83% | 1 | -5,215,789 | -3.44% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 113,969,159 | 1,140,831 | 0.06% | 0.06% | 2 | +6,027,352 | 5.58% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 31,718,725 | 317,504 | 0.28% | 0.25% | 3 | +295,449 | 0.94% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 19,166,253 | 191,854 | 0.01% | 0.01% | 4 | -2,329,130 | -10.84% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 16,175,000 | 163,529 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARDING LOEVNER LP | History | Reduced | 15,712,550 | 157,233 | 1.62% | 1.48% | 6 | -903,137 | -5.44% | Q1 2026 | May 15, 2026 |
| HARRIS ASSOCIATES L P | History | New | 15,032,041 | 150,470 | 0.2% | — | 7 | +15,032,041 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 14,674,518 | 146,891 | 0.08% | 0.05% | 8 | +6,647,329 | 82.81% | Q1 2026 | May 14, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 20,178,600 | 138,402 | 0.29% | 0.29% | 9 | -235,633 | -1.15% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | New | 12,303 | 123,153 | 1.25% | — | 10 | +12,303 | New | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,934,228 | 109,451 | 0.01% | 0.01% | 11 | +1,586,230 | 16.97% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 9,198,299 | 92,075 | 0.13% | 0.14% | 12 | -805,642 | -8.05% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,086,528 | 89,048 | 0.04% | 0.0% | 13 | +8,730,841 | 2454.64% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 8,699,093 | 87,077 | 0.02% | 0.02% | 14 | +2,529,738 | 41.0% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,279,468 | 82,794 | 0.01% | 0.01% | 15 | +179,251 | 2.21% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,034,778 | 70,418 | 0.02% | 0.02% | 16 | +1,554,697 | 28.37% | Q1 2026 | May 04, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 6,693,783 | 67,004 | 0.97% | 0.94% | 17 | -67,572 | -1.0% | Q1 2026 | Apr 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 6,574,038 | 65,806 | 0.08% | 0.05% | 18 | +1,834,221 | 38.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,264,041 | 62,703 | 0.02% | 0.02% | 19 | +212,589 | 3.51% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,127,452 | 61,335 | 0.01% | 0.01% | 20 | -4,313,726 | -41.31% | Q1 2026 | May 15, 2026 |
| Sculptor Capital LP | History | Reduced | 5,300,868 | 53,061 | 0.55% | 1.09% | 21 | -5,154,000 | -49.3% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 5,250,957 | 52,562 | 0.0% | 0.0% | 22 | +267,751 | 5.37% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,103,509 | 51,086 | 0.09% | 0.1% | 23 | -293,691 | -5.44% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,881,337 | 48,862 | 0.01% | 0.01% | 24 | +64,278 | 1.33% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 4,828,648 | 48,334 | 0.01% | 0.01% | 25 | -163,881 | -3.28% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 4,639,437 | 46,441 | 0.03% | 0.04% | 26 | +132,231 | 2.93% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 4,356,376 | 43,607 | 0.13% | 0.12% | 27 | -100,783 | -2.26% | Q1 2026 | May 05, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 4,032,643 | 40,366 | 0.07% | 0.06% | 28 | +697,060 | 20.9% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,022,749 | 40,267 | 0.01% | 0.01% | 29 | +295,897 | 7.94% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,953,513 | 39,593 | 0.05% | — | 30 | +3,953,513 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,063,916 | 30,671 | 0.01% | 0.0% | 31 | +238,841 | 8.45% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,803,530 | 28,063 | 0.01% | 0.0% | 32 | +2,793,333 | 27393.67% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,596,454 | 25,990 | 0.0% | 0.0% | 33 | -56,865 | -2.14% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,291,768 | 22,940 | 0.0% | 0.0% | 34 | +753,132 | 48.95% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,181,908 | 21,840 | 0.02% | 0.02% | 35 | +72,857 | 3.45% | Q1 2026 | May 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 1,897,694 | 18,995 | 0.05% | 0.04% | 36 | +299,404 | 18.73% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,750,087 | 17,518 | 0.0% | 0.0% | 37 | +110,057 | 6.71% | Q1 2026 | May 06, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 1,725,059 | 17,250 | 0.04% | 0.02% | 38 | +711,817 | 70.25% | Q1 2026 | May 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,667,494 | 16,691 | 0.07% | 0.12% | 39 | -1,837,615 | -52.43% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Added to | 1,610,721 | 16,115 | 1.35% | 0.19% | 40 | +1,328,217 | 470.16% | Q1 2026 | May 19, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,583,730 | 15,853 | 0.05% | 0.04% | 41 | -42,596 | -2.62% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,525,032 | 15,265 | 0.0% | 0.0% | 42 | +4,972 | 0.33% | Q1 2026 | May 13, 2026 |
| CLARK ESTATES INC/NY | History | Reduced | 1,400,000 | 14,014 | 3.37% | 4.42% | 43 | -400,000 | -22.22% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 1,329,934 | 13,312 | 0.01% | 0.0% | 44 | +354,821 | 36.39% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,285,485 | 12,866 | 0.01% | 0.01% | 45 | +606,864 | 89.43% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,221,499 | 12,227 | 0.02% | 0.02% | 46 | +128,917 | 11.8% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 1,169,469 | 11,706 | 0.02% | 0.03% | 47 | -264,639 | -18.45% | Q1 2026 | May 15, 2026 |
| SCHARF INVESTMENTS, LLC | History | Added to | 1,150,750 | 11,519 | 0.35% | 0.3% | 48 | +55,016 | 5.02% | Q1 2026 | Apr 13, 2026 |
| Goodman Financial Corp | History | New | 1,147,659 | 11,488 | 1.97% | — | 49 | +1,147,659 | New | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,134,531 | 11,356 | 0.01% | 0.01% | 50 | +139,054 | 13.97% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,131,403 | 11,325 | 0.01% | 0.01% | 51 | -12,169 | -1.06% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 1,100,190 | 11,012 | 0.03% | — | 52 | +1,100,190 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,096,123 | 10,972 | 0.0% | 0.0% | 53 | +100,136 | 10.05% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,063,693 | 10,648 | 0.03% | 0.02% | 54 | +37,014 | 3.61% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,039,677 | 10,407 | 0.01% | 0.01% | 55 | +16,487 | 1.61% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,019,165 | 10,201 | 0.0% | 0.01% | 56 | -6,488,448 | -86.42% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 946,633 | 9,475 | 0.0% | 0.03% | 57 | -7,553,863 | -88.86% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 935,229 | 9,361 | 0.01% | 0.01% | 58 | +167,704 | 21.85% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 820,071 | 8,209 | 0.13% | 0.1% | 59 | +121,804 | 17.44% | Q1 2026 | May 01, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 795,403 | 7,961 | 0.0% | 0.0% | 60 | +28,404 | 3.7% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 749,365 | 7,501 | 0.11% | 0.08% | 61 | +178,190 | 31.2% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 734,570 | 7,353 | 0.17% | 0.16% | 62 | -4,079 | -0.55% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 704,468 | 7,051 | 0.01% | 0.01% | 63 | +181,277 | 34.65% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 684,558 | 6,852 | 0.0% | 0.0% | 64 | +116,977 | 20.61% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 673,294 | 6,739 | 0.01% | — | 65 | +673,294 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 663,275 | 6,639 | 0.0% | 0.0% | 66 | +551,449 | 493.13% | Q1 2026 | May 13, 2026 |
| WELCH & FORBES LLC | History | No change | 643,501 | 6,441 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 636,787 | 6,374 | 0.01% | 0.01% | 68 | +16,494 | 2.66% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 630,997 | 6,316 | 0.0% | 0.0% | 69 | +102,394 | 19.37% | Q1 2026 | May 12, 2026 |
| GAM Holding AG | History | No change | 594,409 | 6,009 | 0.38% | 0.38% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 553,252 | 5,538 | 0.03% | 0.03% | 71 | +80,337 | 16.99% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 498,893 | 4,993 | 0.01% | 0.01% | 72 | +27,078 | 5.74% | Q1 2026 | Apr 27, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 477,377 | 4,778 | 0.63% | 2.64% | 73 | -2,312,074 | -82.89% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 476,263 | 4,767 | 0.05% | 0.06% | 74 | -16,238 | -3.3% | Q1 2026 | Apr 23, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 473,692 | 4,741 | 0.26% | 0.26% | 75 | +109,239 | 29.97% | Q1 2026 | Apr 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 464,724 | 4,651 | 0.0% | 0.0% | 76 | -7,892 | -1.67% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 459,205 | 4,596 | 0.01% | 0.01% | 77 | +13,589 | 3.05% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 451,649 | 4,518 | 0.01% | 0.0% | 78 | +308,152 | 214.74% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 433,893 | 4,343 | 0.03% | 0.03% | 79 | +2,805 | 0.65% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 421,051 | 4,214 | 0.02% | 0.02% | 80 | -151,893 | -26.51% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 404,060 | 3,992 | 0.04% | 0.03% | 81 | +191,885 | 90.44% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 388,159 | 3,885 | 0.03% | 0.03% | 82 | +1,076 | 0.28% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 379,517 | 3,798 | 0.04% | 0.04% | 83 | +56,362 | 17.44% | Q1 2026 | Apr 27, 2026 |
| XTX Topco Ltd | History | New | 379,350 | 3,797 | 0.07% | — | 84 | +379,350 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 371,702 | 3,720 | 0.01% | 0.01% | 85 | +41,526 | 12.58% | Q1 2026 | May 14, 2026 |
| Third View Private Wealth, LLC | History | Added to | 362,422 | 3,627 | 0.5% | 0.47% | 86 | +20,042 | 5.85% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 195,548 | 3,418 | 0.0% | 0.0% | 87 | +24,577 | 14.37% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 327,131 | 3,274 | 0.0% | 0.0% | 88 | +12,135 | 3.85% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 325,158 | 3,254 | 0.04% | 0.05% | 89 | -10,679 | -3.18% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 318,000 | 3,183 | 0.11% | 0.12% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 306,509 | 3,068 | 0.04% | 0.04% | 91 | -4,347 | -1.4% | Q1 2026 | Apr 30, 2026 |
| LGT Group Foundation | History | Added to | 297,369 | 2,976 | 0.04% | 0.03% | 92 | +22,761 | 8.29% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 295,125 | 2,954 | 0.02% | 0.02% | 93 | +3,496 | 1.2% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 293,965 | 2,942 | 0.0% | 0.0% | 94 | -24,639 | -7.73% | Q1 2026 | May 15, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 291,363 | 2,916 | 0.78% | 1.14% | 95 | -99,258 | -25.41% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 271,574 | 2,718 | 0.0% | — | 96 | +271,574 | New | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 260,541 | 2,608 | 0.08% | 0.09% | 97 | +61,495 | 30.89% | Q1 2026 | Apr 29, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Added to | 249,796 | 2,500 | 0.08% | 0.07% | 98 | +9,667 | 4.03% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 249,641 | 2,498 | 0.01% | 0.01% | 99 | +406 | 0.16% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 249,107 | 2,493 | 0.0% | 0.0% | 100 | -5 | -0.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 247,741 | 2,479 | 0.0% | 0.0% | 101 | +36,006 | 17.01% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | New | 240,252 | 2,404 | 0.02% | — | 102 | +240,252 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 235,522 | 2,357 | 0.02% | 0.02% | 103 | +21,236 | 9.91% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 231,106 | 2,313 | 0.02% | 0.02% | 104 | +46,958 | 25.5% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 222,708 | 2,229 | 0.01% | 0.0% | 105 | +128,493 | 136.38% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 219,187 | 2,194 | 0.01% | 0.01% | 106 | +29,062 | 15.29% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 217,156 | 2,173 | 0.0% | 0.01% | 107 | -3,429 | -1.55% | Q1 2026 | May 01, 2026 |
| 2Xideas AG | History | New | 437,469 | 2,159 | 0.85% | — | 108 | +437,469 | New | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 213,938 | 2,141 | 0.07% | 0.06% | 109 | +14,719 | 7.39% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 209,065 | 2,092 | 0.0% | — | 110 | +209,065 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 208,415 | 2,086 | 0.02% | 0.02% | 111 | +15,910 | 8.26% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 207,523 | 2,077 | 0.01% | 0.01% | 112 | -2,631 | -1.25% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 203,046 | 2,032 | 0.11% | 0.13% | 113 | -10,353 | -4.85% | Q1 2026 | Apr 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 198,875 | 1,990 | 0.0% | 0.01% | 114 | -1,003,476 | -83.46% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 198,007 | 1,982 | 0.02% | 0.03% | 115 | -6,225 | -3.05% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 197,621 | 1,978 | 0.0% | 0.0% | 116 | +47,766 | 31.87% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | New | 196,537 | 1,967 | 0.02% | — | 117 | +196,537 | New | Q1 2026 | May 05, 2026 |
| Altshuler Shaham Ltd | History | Added to | 196,378 | 1,965 | 0.04% | 0.02% | 118 | +96,378 | 96.38% | Q1 2026 | May 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 193,750 | 1,939 | 0.0% | 0.0% | 119 | -4,379 | -2.21% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 192,177 | 1,923 | 0.0% | 0.0% | 121 | +51,540 | 36.65% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 192,126 | 1,923 | 0.01% | 0.01% | 120 | -19,211 | -9.09% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 188,885 | 1,890 | 0.0% | 0.0% | 122 | +364 | 0.19% | Q1 2026 | May 13, 2026 |
| MILFORD FUNDS LTD | History | No change | 180,000 | 1,801 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 172,976 | 1,731 | 0.43% | 0.43% | 124 | +537 | 0.31% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 166,608 | 1,667 | 0.02% | 0.02% | 125 | +28,924 | 21.01% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 159,294 | 1,594 | 0.0% | 0.0% | 126 | +79,013 | 98.42% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 155,748 | 1,559 | 0.01% | 0.0% | 127 | +30,542 | 24.39% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 155,111 | 1,552 | 0.0% | 0.0% | 128 | +15,156 | 10.83% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | New | 150,995 | 1,511 | 0.17% | — | 129 | +150,995 | New | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 148,676 | 1,488 | 0.02% | 0.02% | 130 | +14,007 | 10.4% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 146,703 | 1,468 | 0.03% | 0.03% | 131 | -3,232 | -2.16% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 138,272 | 1,384 | 0.01% | 0.01% | 132 | +4,691 | 3.51% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 138,779 | 1,373 | 0.0% | 0.0% | 133 | +13,337 | 10.63% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 132,712 | 1,328 | 0.01% | 0.01% | 134 | -7,166 | -5.12% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 129,153 | 1,292 | 0.0% | 0.0% | 135 | +915 | 0.71% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 120,238 | 1,203 | 0.01% | 0.01% | 136 | +7,010 | 6.19% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 119,786 | 1,199 | 0.0% | 0.0% | 137 | -16,777 | -12.29% | Q1 2026 | May 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 118,327 | 1,184 | 0.04% | 0.02% | 138 | +43,975 | 59.14% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 113,147 | 1,133 | 0.01% | 0.01% | 139 | -1,194 | -1.04% | Q1 2026 | Apr 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 112,695 | 1,128 | 0.02% | 0.02% | 140 | +3,273 | 2.99% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 106,905 | 1,070 | 0.01% | 0.0% | 141 | +81,058 | 313.61% | Q1 2026 | May 06, 2026 |
| Ethic Inc. | History | Added to | 105,141 | 1,052 | 0.02% | 0.01% | 142 | +18,597 | 21.49% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 104,689 | 1,047 | 0.03% | 0.03% | 143 | -12,623 | -10.76% | Q1 2026 | May 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 104,389 | 1,044 | 0.02% | 0.02% | 144 | +5,009 | 5.04% | Q1 2026 | Apr 01, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 102,334 | 1,024 | 0.02% | — | 145 | +102,334 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 102,062 | 1,018 | 0.01% | 0.01% | 146 | +7,105 | 7.48% | Q1 2026 | Apr 30, 2026 |
| American Assets Investment Management, LLC | History | No change | 100,000 | 1,001 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 98,608 | 987 | 0.02% | 0.02% | 148 | -6,567 | -6.24% | Q1 2026 | Apr 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 98,513 | 986 | 0.21% | 0.19% | 149 | -384 | -0.39% | Q1 2026 | Apr 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 97,069 | 971 | 0.02% | 0.01% | 150 | +52,681 | 118.68% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | Reduced | 96,776 | 968 | 0.0% | 0.0% | 151 | -86 | -0.09% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 94,183 | 942 | 0.02% | 0.02% | 152 | -6,788 | -6.72% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 93,822 | 939 | 0.02% | — | 153 | +93,822 | New | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 93,085 | 931 | 0.01% | 0.01% | 154 | -2,565 | -2.68% | Q1 2026 | Apr 28, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 87,897 | 912 | 0.09% | 0.1% | 155 | -1,743 | -1.94% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 91,085 | 911 | 0.0% | 0.0% | 156 | +4,859 | 5.64% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Added to | 87,556 | 876 | 0.01% | 0.01% | 157 | +5,825 | 7.13% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 83,677 | 837 | 0.0% | 0.0% | 158 | +512 | 0.62% | Q1 2026 | May 14, 2026 |
| Cohen Klingenstein LLC | History | No change | 81,613 | 816 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 80,759 | 808 | 0.01% | 0.01% | 160 | -11,007 | -11.99% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 79,944 | 800 | 0.02% | 0.02% | 161 | -6,627 | -7.65% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Reduced | 79,376 | 794 | 0.0% | 0.0% | 162 | -6,460 | -7.53% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 79,121 | 792 | 0.01% | 0.0% | 163 | +10,306 | 14.98% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 78,464 | 785 | 0.01% | 0.02% | 164 | +320 | 0.41% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 76,704 | 767 | 0.01% | 0.01% | 165 | +10,871 | 16.51% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 75,499 | 749 | 0.0% | 0.0% | 166 | -31,187 | -29.23% | Q1 2026 | Apr 08, 2026 |
| SYON CAPITAL LLC | History | Reduced | 74,898 | 749 | 0.04% | 0.04% | 167 | -4,970 | -6.22% | Q1 2026 | May 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 74,606 | 746 | 0.18% | 0.19% | 168 | -1,312 | -1.73% | Q1 2026 | Apr 10, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 72,750 | 728 | 0.06% | 0.06% | 169 | -3,780 | -4.94% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 69,869 | 699 | 0.01% | 0.01% | 170 | -1,337 | -1.88% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 69,078 | 698 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Future Fund LLC | History | Added to | 69,250 | 693 | 0.24% | 0.2% | 172 | +5,447 | 8.54% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 67,965 | 680 | 0.01% | 0.01% | 173 | +5,793 | 9.32% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 67,902 | 679 | 0.17% | 0.17% | 174 | +685 | 1.02% | Q1 2026 | Apr 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 67,377 | 674 | 0.01% | 0.01% | 176 | -15,709 | -18.91% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 67,378 | 674 | 0.08% | 0.08% | 175 | +2,550 | 3.93% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Reduced | 66,454 | 665 | 0.0% | 0.0% | 177 | -14,266 | -17.67% | Q1 2026 | May 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 65,763 | 658 | 0.17% | 0.18% | 178 | -588 | -0.89% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Reduced | 64,438 | 645 | 0.02% | 0.02% | 179 | -1,040 | -1.59% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 64,274 | 643 | 0.04% | — | 181 | +64,274 | New | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 64,280 | 643 | 0.02% | 0.02% | 180 | +8,912 | 16.1% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 63,558 | 642 | 0.0% | 0.0% | 182 | +6,408 | 11.21% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 63,447 | 635 | 0.02% | 0.01% | 183 | +41,168 | 184.78% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 62,904 | 629 | 0.05% | 0.03% | 184 | +21,254 | 51.03% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 61,998 | 626 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 62,119 | 621 | 0.01% | 0.01% | 186 | +7,690 | 14.13% | Q1 2026 | May 04, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 61,774 | 618 | 0.26% | 0.2% | 187 | +5,954 | 10.67% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 59,908 | 599 | 0.0% | 0.0% | 188 | +11,009 | 22.51% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 59,679 | 597 | 0.0% | 0.0% | 189 | -2,446 | -3.94% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 59,108 | 591 | 0.02% | 0.01% | 190 | -3,802 | -6.04% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 57,526 | 575 | 0.02% | 0.01% | 191 | +22,508 | 64.28% | Q1 2026 | May 15, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 56,431 | 564 | 0.1% | 0.12% | 192 | -8,890 | -13.61% | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | Added to | 56,085 | 561 | 0.05% | 0.03% | 193 | +16,480 | 41.61% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 55,485 | 555 | 0.0% | 0.01% | 194 | -5,867 | -9.56% | Q1 2026 | May 15, 2026 |
| Naviter Wealth, LLC | History | Added to | 54,856 | 549 | 0.07% | 0.06% | 195 | +7,395 | 15.58% | Q1 2026 | Apr 10, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 54,779 | 548 | 0.13% | 0.12% | 196 | +1,217 | 2.27% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 54,545 | 546 | 0.0% | 0.0% | 197 | -513 | -0.93% | Q1 2026 | Apr 30, 2026 |
| CIBC Asset Management Inc | History | New | 53,465 | 535 | 0.0% | — | 198 | +53,465 | New | Q1 2026 | May 12, 2026 |
| SUMMITRY LLC | History | Added to | 52,951 | 530 | 0.02% | 0.02% | 199 | +2,136 | 4.2% | Q1 2026 | May 22, 2026 |
| Keystone Financial Planning, Inc. | History | Reduced | 52,505 | 525 | 0.14% | 0.16% | 200 | -1,861 | -3.42% | Q1 2026 | Apr 09, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 52,128 | 521 | 0.16% | 0.17% | 201 | -5,500 | -9.54% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 51,469 | 515 | 0.0% | 0.0% | 202 | -173 | -0.33% | Q1 2026 | May 08, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 51,017 | 510 | 0.02% | 0.03% | 203 | -15,312 | -23.08% | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 50,589 | 506 | 0.02% | 0.02% | 204 | -7,874 | -13.47% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Added to | 50,285 | 503 | 0.02% | 0.01% | 205 | +15,740 | 45.56% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | New | 49,562 | 496 | 0.01% | — | 206 | +49,562 | New | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 49,161 | 492 | 0.06% | 0.06% | 207 | +838 | 1.73% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 48,499 | 485 | 0.0% | 0.0% | 208 | +22,763 | 88.45% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | New | 48,255 | 483 | 0.01% | — | 209 | +48,255 | New | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 47,086 | 471 | 0.12% | 0.12% | 210 | -200 | -0.42% | Q1 2026 | May 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 46,876 | 469 | 0.03% | 0.02% | 211 | +5,654 | 13.72% | Q1 2026 | Apr 21, 2026 |
| Torrey Growth & Income Advisors | History | Reduced | 45,434 | 456 | 0.19% | 0.18% | 212 | -4,900 | -9.73% | Q1 2026 | Apr 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 45,494 | 455 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | New | 45,058 | 451 | 0.01% | — | 214 | +45,058 | New | Q1 2026 | May 12, 2026 |
| Clarius Group, LLC | History | No change | 44,292 | 447 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 43,689 | 437 | 0.19% | 0.33% | 216 | -27,793 | -38.88% | Q1 2026 | Apr 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 43,714 | 434 | 0.0% | 0.0% | 217 | +5,230 | 13.59% | Q1 2026 | May 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 43,277 | 433 | 0.01% | 0.01% | 218 | +6,728 | 18.41% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 42,940 | 429 | 0.05% | 0.05% | 219 | -900 | -2.05% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 42,584 | 426 | 0.0% | 0.0% | 220 | -14,105 | -24.88% | Q1 2026 | Apr 30, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 41,583 | 416 | 0.13% | 0.11% | 221 | +7,029 | 20.34% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 41,252 | 412 | 0.0% | 0.0% | 222 | -13,589 | -24.78% | Q1 2026 | May 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 40,820 | 408 | 0.01% | 0.01% | 223 | -618 | -1.49% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 40,396 | 404 | 0.01% | 0.02% | 224 | +971 | 2.46% | Q1 2026 | Apr 27, 2026 |
| First Affirmative Financial Network | History | New | 40,028 | 400 | 0.16% | — | 226 | +40,028 | New | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 39,991 | 400 | 0.02% | 0.02% | 225 | +8,808 | 28.25% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | New | 39,744 | 397 | 0.01% | — | 227 | +39,744 | New | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 39,362 | 394 | 0.01% | 0.01% | 228 | +2,573 | 6.99% | Q1 2026 | Apr 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 39,266 | 393 | 0.0% | 0.0% | 229 | -14,033 | -26.33% | Q1 2026 | May 08, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 38,423 | 384 | 0.07% | 0.06% | 230 | +2,315 | 6.41% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | New | 37,899 | 379 | 0.11% | — | 231 | +37,899 | New | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 37,722 | 377 | 0.0% | 0.0% | 232 | -859 | -2.23% | Q1 2026 | May 15, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 36,876 | 369 | 0.05% | 0.05% | 233 | -200 | -0.54% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 36,478 | 365 | 0.01% | 0.01% | 234 | +282 | 0.78% | Q1 2026 | Apr 27, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 36,000 | 360 | 0.06% | — | 235 | +36,000 | New | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 34,900 | 349 | 0.02% | 0.03% | 237 | -8,805 | -20.15% | Q1 2026 | Apr 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 34,883 | 349 | 0.07% | 0.08% | 236 | -456 | -1.29% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 33,681 | 337 | 0.02% | 0.02% | 238 | +1,309 | 4.04% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 33,747 | 337 | 0.01% | 0.01% | 239 | +859 | 2.61% | Q1 2026 | May 15, 2026 |
| Martin Investment Management, LLC | History | Reduced | 33,170 | 332 | 0.1% | 0.12% | 240 | -9,175 | -21.67% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 33,068 | 331 | 0.03% | 0.03% | 241 | +7,574 | 29.71% | Q1 2026 | Apr 06, 2026 |
| Blueshift Asset Management, LLC | History | New | 32,950 | 329 | 0.1% | — | 242 | +32,950 | New | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 32,806 | 328 | 0.0% | 0.0% | 243 | -30,920 | -48.52% | Q1 2026 | Apr 29, 2026 |
| Diversified Trust Co | History | Reduced | 32,124 | 321 | 0.01% | 0.01% | 244 | -729 | -2.22% | Q1 2026 | Apr 16, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 31,874 | 319 | 0.02% | 0.01% | 245 | +5,428 | 20.52% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,406 | 314 | 0.0% | 0.0% | 246 | +511 | 1.65% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 31,187 | 312 | 0.0% | 0.0% | 247 | +8,894 | 39.9% | Q1 2026 | May 11, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 30,787 | 308 | 0.03% | 0.03% | 248 | -350 | -1.12% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 30,523 | 305 | 0.02% | 0.03% | 249 | -13,608 | -30.84% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Reduced | 30,373 | 304 | 0.0% | 0.01% | 250 | -5,475 | -15.27% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 30,272 | 303 | 0.01% | 0.0% | 251 | +5,134 | 20.42% | Q1 2026 | May 07, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 29,924 | 299 | 0.0% | 0.0% | 252 | +2,964 | 10.99% | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 29,728 | 297 | 0.0% | 0.0% | 253 | -6,500 | -17.94% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 29,679 | 296 | 0.01% | 0.01% | 254 | +8,355 | 39.18% | Q1 2026 | Apr 06, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 29,271 | 293 | 0.17% | 0.17% | 255 | +34 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 29,305 | 292 | 0.0% | 0.0% | 256 | +6,383 | 27.85% | Q1 2026 | Apr 07, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 28,804 | 288 | 0.06% | 0.06% | 257 | -300 | -1.03% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 28,640 | 286 | 0.0% | 0.0% | 258 | +7,986 | 38.67% | Q1 2026 | May 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 28,464 | 284 | 0.04% | — | 259 | +28,464 | New | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 28,109 | 281 | 0.02% | 0.02% | 260 | -612 | -2.13% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,895 | 279 | 0.0% | 0.0% | 261 | +5,845 | 26.51% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 27,708 | 277 | 0.0% | 0.0% | 262 | +337 | 1.23% | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | New | 27,480 | 275 | 0.07% | — | 263 | +27,480 | New | Q1 2026 | May 15, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | No change | 26,868 | 268 | 0.17% | 0.17% | 264 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Seed Wealth Management, Inc. | History | No change | 26,580 | 266 | 0.18% | 0.18% | 265 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 25,986 | 260 | 0.0% | 0.0% | 266 | +2,706 | 11.62% | Q1 2026 | May 06, 2026 |
| MN Wealth Advisors, LLC | History | No change | 25,934 | 259 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,130 | 254 | 0.0% | 0.0% | 268 | +184 | 0.74% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | No change | 24,454 | 244 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| May Hill Capital, LLC | History | Added to | 24,375 | 243 | 0.06% | 0.04% | 270 | +10,628 | 77.31% | Q1 2026 | May 06, 2026 |
| Arlington Partners LLC | History | New | 24,246 | 242 | 0.48% | — | 272 | +24,246 | New | Q1 2026 | Apr 09, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 24,189 | 242 | 0.01% | 0.01% | 271 | -300 | -1.23% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 23,693 | 237 | 0.0% | 0.01% | 273 | -1,272 | -5.1% | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 23,450 | 234 | 0.01% | 0.01% | 274 | -7,105 | -23.25% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 23,363 | 233 | 0.0% | 0.0% | 275 | -557,294 | -95.98% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,277 | 233 | 0.0% | 0.0% | 276 | -725 | -3.02% | Q1 2026 | May 01, 2026 |
| Headlands Technologies LLC | History | New | 23,242 | 232 | 0.03% | — | 277 | +23,242 | New | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,522 | 225 | 0.0% | 0.0% | 279 | +791 | 3.64% | Q1 2026 | May 08, 2026 |
| Fielder Capital Group LLC | History | Reduced | 22,510 | 225 | 0.05% | 0.05% | 280 | -375 | -1.64% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 22,560 | 225 | 0.0% | 0.0% | 278 | -11 | -0.05% | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 22,395 | 224 | 0.01% | 0.01% | 281 | -50 | -0.22% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 22,298 | 223 | 0.0% | 0.0% | 282 | -2,446 | -9.89% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 22,289 | 223 | 0.0% | 0.0% | 283 | +404 | 1.85% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 22,220 | 222 | 0.01% | 0.01% | 284 | -4,055 | -15.43% | Q1 2026 | May 08, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 22,355 | 216 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 21,271 | 212 | 0.0% | 0.0% | 286 | +4,101 | 23.88% | Q1 2026 | Apr 22, 2026 |
| BAILARD, INC. | History | Reduced | 20,979 | 210 | 0.0% | 0.0% | 287 | -280 | -1.32% | Q1 2026 | May 11, 2026 |
| Ariston Services Group | History | Closed out | 0 | 207 | 0.12% | 0.12% | 288 | -20,721 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Keystone Financial Group | History | No change | 20,581 | 206 | 0.01% | 0.02% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| REXFORD CAPITAL INC | History | No change | 20,524 | 205 | 0.15% | 0.16% | 290 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 20,211 | 202 | 0.02% | 0.03% | 291 | -4,340 | -17.68% | Q1 2026 | May 15, 2026 |
| South Shore Capital Advisors | History | New | 20,141 | 201 | 0.15% | — | 292 | +20,141 | New | Q1 2026 | Apr 28, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 19,784 | 198 | 0.18% | 0.18% | 293 | -23 | -0.12% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 19,682 | 197 | 0.0% | 0.0% | 294 | +1,364 | 7.45% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 19,679 | 196 | 0.0% | 0.0% | 295 | +8,004 | 68.56% | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | No change | 19,546 | 196 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | No change | 19,564 | 195 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 19,419 | 194 | 0.0% | 0.0% | 298 | -603 | -3.01% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 19,427 | 194 | 0.01% | 0.01% | 299 | -413 | -2.08% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 19,339 | 193 | 0.01% | 0.03% | 300 | +749 | 4.03% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,053 | 192 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| New Republic Capital, LLC | History | Reduced | 18,954 | 189 | 0.06% | 0.09% | 302 | -14,525 | -43.39% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 18,600 | 186 | 0.0% | 0.0% | 303 | +299 | 1.63% | Q1 2026 | May 05, 2026 |
| Keel Point, LLC | History | No change | 18,340 | 185 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 18,474 | 184 | 0.01% | 0.01% | 305 | -1,601 | -7.98% | Q1 2026 | Apr 27, 2026 |
| EWA, LLC | History | Reduced | 18,167 | 181 | 0.04% | 0.05% | 306 | -1,001 | -5.22% | Q1 2026 | Apr 23, 2026 |
| Invesco Ltd. | History | Reduced | 17,883 | 179 | 0.0% | 0.0% | 307 | -3,478 | -16.28% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 17,493 | 175 | 0.0% | 0.01% | 308 | -2,252 | -11.41% | Q1 2026 | May 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 17,477 | 174 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 17,285 | 173 | 0.01% | 0.01% | 310 | +4,244 | 32.54% | Q1 2026 | Apr 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,213 | 172 | 0.0% | 0.0% | 311 | -1,098 | -6.0% | Q1 2026 | May 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 19,888 | 171 | 0.1% | 0.1% | 312 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Choate Investment Advisors | History | Added to | 17,016 | 170 | 0.0% | 0.0% | 313 | +10 | 0.06% | Q1 2026 | May 13, 2026 |
| Yoffe Investment Management, LLC | History | No change | 17,073 | 170 | 0.22% | 0.22% | 314 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 16,850 | 168 | 0.01% | 0.01% | 315 | +1,014 | 6.4% | Q1 2026 | Apr 16, 2026 |
| PDS Planning, Inc | History | No change | 16,654 | 166 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 16,909 | 164 | 0.02% | 0.04% | 318 | -4,033 | -19.26% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 16,407 | 164 | 0.0% | 0.0% | 317 | +1,195 | 7.86% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 16,364 | 163 | 0.03% | 0.03% | 319 | +747 | 4.78% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | New | 16,176 | 161 | 0.01% | — | 322 | +16,176 | New | Q1 2026 | May 14, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 16,162 | 161 | 0.03% | 0.03% | 321 | +659 | 4.25% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 16,107 | 161 | 0.0% | 0.0% | 320 | -98 | -0.6% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 16,068 | 160 | 0.01% | 0.01% | 323 | +92 | 0.58% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 15,673 | 156 | 0.02% | 0.02% | 324 | +1,620 | 11.53% | Q1 2026 | Apr 30, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 15,533 | 155 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | New | 15,349 | 153 | 0.02% | — | 326 | +15,349 | New | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 15,232 | 152 | 0.0% | 0.0% | 327 | +7,245 | 90.71% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 16,091 | 149 | 0.0% | — | 329 | +16,091 | New | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 14,922 | 149 | 0.0% | 0.0% | 328 | +1,861 | 14.25% | Q1 2026 | May 07, 2026 |
| Frec Markets, Inc. | History | Added to | 14,803 | 148 | 0.03% | 0.04% | 331 | +2,820 | 23.53% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 14,885 | 148 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,816 | 147 | 0.0% | 0.0% | 332 | +9,122 | 160.2% | Q1 2026 | May 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 14,339 | 144 | 0.01% | — | 333 | +14,339 | New | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 14,327 | 143 | 0.0% | 0.01% | 334 | -3,456 | -19.43% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 14,583 | 142 | 0.0% | 0.0% | 335 | +1,720 | 13.37% | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | Added to | 13,901 | 139 | 0.03% | 0.03% | 336 | +777 | 5.92% | Q1 2026 | Apr 02, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 13,875 | 138 | 0.01% | 0.01% | 337 | -650 | -4.48% | Q1 2026 | May 04, 2026 |
| Tanager Wealth Management LLP | History | New | 13,603 | 136 | 0.01% | — | 339 | +13,603 | New | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 13,659 | 136 | 0.0% | 0.0% | 338 | -2,281 | -14.31% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | New | 13,582 | 135 | 0.0% | — | 340 | +13,582 | New | Q1 2026 | May 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 13,464 | 134 | 0.01% | — | 341 | +13,464 | New | Q1 2026 | Apr 09, 2026 |
| Gibbs Wealth Management | History | New | 13,373 | 133 | 0.02% | — | 343 | +13,373 | New | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 13,344 | 133 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Added to | 13,247 | 132 | 0.0% | 0.0% | 344 | +509 | 4.0% | Q1 2026 | May 11, 2026 |
| West Family Investments, Inc. | History | Reduced | 13,260 | 132 | 0.05% | 0.03% | 345 | -221 | -1.64% | Q1 2026 | May 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 13,073 | 130 | 0.0% | — | 347 | +13,073 | New | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 13,000 | 130 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 12,960 | 129 | 0.0% | — | 350 | +12,960 | New | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 12,982 | 129 | 0.0% | 0.0% | 349 | +1,708 | 15.15% | Q1 2026 | Apr 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 12,900 | 129 | 0.0% | 0.0% | 348 | -591 | -4.38% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | New | 12,851 | 128 | 0.01% | — | 351 | +12,851 | New | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 12,759 | 127 | 0.01% | 0.01% | 352 | -3,575 | -21.89% | Q1 2026 | May 08, 2026 |
| Holistic Financial Partners | History | Added to | 12,562 | 125 | 0.05% | 0.04% | 353 | +1,375 | 12.29% | Q1 2026 | May 05, 2026 |
| R Squared Ltd | History | Reduced | 12,473 | 124 | 0.07% | 0.19% | 356 | -27,103 | -68.48% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 13,405 | 124 | 0.0% | 0.0% | 354 | +1,091 | 8.86% | Q1 2026 | May 15, 2026 |
| Ballew Advisors, Inc | History | No change | 12,411 | 124 | 0.07% | 0.07% | 355 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Larson Financial Group LLC | History | Added to | 12,224 | 122 | 0.0% | 0.0% | 357 | +927 | 8.21% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 12,004 | 120 | 0.01% | 0.01% | 360 | -94 | -0.78% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 12,000 | 120 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | No change | 11,899 | 120 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cromwell Holdings LLC | History | No change | 12,060 | 120 | 0.07% | 0.07% | 361 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abel Hall, LLC | History | New | 11,938 | 119 | 0.03% | — | 364 | +11,938 | New | Q1 2026 | Apr 28, 2026 |
| PCM Encore, LLC | History | Added to | 11,913 | 119 | 0.02% | 0.02% | 363 | +1,159 | 10.78% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 11,914 | 119 | 0.01% | 0.01% | 362 | -259 | -2.13% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | New | 11,748 | 117 | 0.01% | — | 365 | +11,748 | New | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,656 | 116 | 0.0% | 0.01% | 367 | -23,599 | -66.94% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 11,621 | 116 | 0.0% | 0.0% | 366 | -35 | -0.3% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | New | 11,534 | 115 | 0.0% | — | 370 | +11,534 | New | Q1 2026 | May 15, 2026 |
| Tepp RIA, LLC | History | New | 11,490 | 115 | 0.09% | — | 371 | +11,490 | New | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 11,514 | 115 | 0.0% | 0.0% | 368 | +862 | 8.09% | Q1 2026 | Apr 10, 2026 |
| Marotta Asset Management | History | Reduced | 11,630 | 115 | 0.02% | 0.02% | 369 | -9 | -0.08% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Added to | 11,292 | 113 | 0.01% | 0.01% | 372 | +296 | 2.69% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 11,261 | 112 | 0.0% | 0.0% | 373 | -1,064 | -8.63% | Q1 2026 | Apr 28, 2026 |
| Prospect Financial Group LLC | History | Reduced | 11,117 | 111 | 0.1% | 0.12% | 374 | -1,544 | -12.19% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 11,009 | 110 | 0.0% | 0.0% | 376 | +982 | 9.79% | Q1 2026 | May 15, 2026 |
| Aureus Asset Management, LLC | History | No change | 11,001 | 110 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | New | 10,933 | 109 | 0.0% | — | 377 | +10,933 | New | Q1 2026 | May 15, 2026 |
| Atala Financial Inc | History | No change | 10,871 | 108 | 0.07% | 0.07% | 378 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 11,076 | 106 | 0.01% | 0.01% | 379 | -600 | -5.14% | Q1 2026 | Apr 20, 2026 |
| Park Place Capital Corp | History | No change | 10,562 | 105 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Scientech Research LLC | History | New | 10,412 | 104 | 0.09% | — | 381 | +10,412 | New | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Reduced | 10,349 | 103 | 0.0% | 0.01% | 382 | -3,337 | -24.38% | Q1 2026 | May 08, 2026 |
| NWF Advisory Services Inc. | History | New | 10,190 | 102 | 0.01% | — | 383 | +10,190 | New | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | New | 10,197 | 101 | 0.0% | — | 387 | +10,197 | New | Q1 2026 | May 14, 2026 |
| Gryphon Financial Partners LLC | History | New | 10,092 | 101 | 0.01% | — | 386 | +10,092 | New | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,131 | 101 | 0.0% | 0.0% | 385 | -1,076 | -9.6% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,044 | 101 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,077 | 100 | 0.01% | 0.0% | 388 | -395 | -3.77% | Q1 2026 | Apr 24, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 10,062 | 100 | 0.04% | 0.05% | 389 | -147 | -1.44% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | New | 10,748 | 97 | 0.0% | — | 390 | +10,748 | New | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 9,648 | 96 | 0.01% | 0.01% | 391 | +2,412 | 33.33% | Q1 2026 | Apr 28, 2026 |
| Bollard Group LLC | History | Reduced | 9,209 | 92 | 0.0% | 0.01% | 392 | -14,068 | -60.44% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 9,114 | 91 | 0.0% | — | 393 | +9,114 | New | Q1 2026 | Apr 29, 2026 |
| McMillan Office, Inc. | History | No change | 9,055 | 90 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 8,922 | 89 | 0.0% | 0.0% | 395 | +1,122 | 14.38% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,643 | 86 | 0.01% | 0.01% | 396 | -16 | -0.18% | Q1 2026 | Apr 30, 2026 |
| Aviso Financial Inc. | History | Added to | 8,470 | 84 | 0.0% | 0.0% | 397 | +6,867 | 428.38% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 7,896 | 79 | 0.0% | 0.0% | 398 | +567 | 7.74% | Q1 2026 | Apr 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 7,567 | 75 | 0.0% | 0.0% | 399 | +98 | 1.31% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 7,427 | 74 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TSFG, LLC | History | No change | 6,865 | 69 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Align Financial, LLC | History | Reduced | 6,830 | 68 | 0.04% | 0.04% | 402 | -62,221 | -90.11% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 6,492 | 64 | 0.0% | 0.0% | 403 | +530 | 8.89% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 6,182 | 61 | 0.0% | 0.0% | 404 | -1,097 | -15.07% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,162 | 61 | 0.0% | 0.0% | 405 | +469 | 8.24% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,031 | 60 | 0.0% | 0.0% | 406 | -11,818 | -66.21% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,971 | 59 | 0.0% | 0.0% | 407 | -126 | -2.07% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,879 | 58 | 0.0% | 0.0% | 408 | +5,024 | 587.6% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 5,658 | 56 | 0.0% | — | 410 | +5,658 | New | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,632 | 56 | 0.0% | 0.0% | 409 | +4,477 | 387.62% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,420 | 54 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,178 | 51 | 0.0% | 0.0% | 412 | +2,331 | 81.88% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,745 | 47 | 0.0% | 0.0% | 413 | +946 | 24.9% | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 4,633 | 46 | 0.01% | 0.01% | 414 | -855 | -15.58% | Q1 2026 | Apr 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 4,555 | 45 | 0.0% | 0.0% | 416 | -561 | -10.97% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Reduced | 4,541 | 45 | 0.0% | 0.0% | 415 | -97 | -2.09% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 4,155 | 41 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Spire Wealth Management | History | Reduced | 4,014 | 40 | 0.0% | 0.0% | 418 | -135 | -3.25% | Q1 2026 | Apr 22, 2026 |
| GW&K Investment Management, LLC | History | Added to | 3,869 | 39 | 0.0% | 0.0% | 419 | +369 | 10.54% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3,966 | 39 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ransom Advisory, Ltd | History | No change | 3,819 | 38 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,724 | 37 | 0.0% | 0.0% | 422 | -2,540 | -40.55% | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | Reduced | 3,618 | 36 | 0.01% | 0.01% | 423 | -40 | -1.09% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,500 | 35 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,456 | 34 | 0.01% | — | 427 | +3,456 | New | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | New | 3,431 | 34 | 0.01% | — | 426 | +3,431 | New | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,407 | 34 | 0.0% | 0.0% | 425 | +241 | 7.61% | Q1 2026 | May 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 3,200 | 32 | 0.0% | 0.0% | 428 | -375 | -10.49% | Q1 2026 | Apr 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 3,119 | 31 | 0.01% | — | 429 | +3,119 | New | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,002 | 30 | 0.0% | 0.0% | 432 | +2,404 | 402.01% | Q1 2026 | May 06, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 3,014 | 30 | 0.0% | 0.01% | 431 | -262 | -8.0% | Q1 2026 | May 04, 2026 |
| Grove Bank & Trust | History | No change | 3,009 | 30 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 2,927 | 29 | 0.0% | 0.0% | 433 | -5,765 | -66.33% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | Added to | 2,954 | 29 | 0.0% | 0.0% | 434 | +649 | 28.16% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 2,872 | 28 | 0.0% | — | 436 | +2,872 | New | Q1 2026 | May 19, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,815 | 28 | 0.0% | 0.0% | 435 | +1,757 | 166.07% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,733 | 27 | 0.0% | 0.0% | 437 | +687 | 33.58% | Q1 2026 | Apr 27, 2026 |
| HM PAYSON & CO | History | Added to | 2,410 | 24 | 0.0% | 0.0% | 438 | +600 | 33.15% | Q1 2026 | Apr 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 2,425 | 24 | 0.01% | 0.01% | 440 | -300 | -11.01% | Q1 2026 | Apr 29, 2026 |
| City State Bank | History | Reduced | 2,483 | 24 | 0.01% | 0.01% | 441 | -275 | -9.97% | Q1 2026 | Apr 20, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 2,381 | 24 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | No change | 2,418 | 24 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,395 | 23 | 0.0% | 0.0% | 443 | -167 | -6.52% | Q1 2026 | Apr 20, 2026 |
| EASTERN BANK | History | Reduced | 2,235 | 22 | 0.0% | 0.0% | 444 | -600 | -21.16% | Q1 2026 | Apr 07, 2026 |
| Stephens Consulting, LLC | History | No change | 2,215 | 22 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,000 | 20 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,069 | 20 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | No change | 2,003 | 20 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,944 | 19 | 0.0% | 0.0% | 450 | +113 | 6.17% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,997 | 19 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | New | 1,845 | 18 | 0.0% | — | 452 | +1,845 | New | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Added to | 1,816 | 18 | 0.0% | 0.0% | 451 | +710 | 64.2% | Q1 2026 | Apr 30, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,712 | 17 | 0.0% | — | 456 | +1,712 | New | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,786 | 17 | 0.0% | 0.0% | 455 | -5 | -0.28% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | No change | 1,727 | 17 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| West Branch Capital LLC | History | No change | 1,714 | 17 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 1,662 | 16 | 0.01% | — | 459 | +1,662 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,663 | 16 | 0.0% | 0.0% | 457 | -339 | -16.93% | Q1 2026 | Apr 24, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,647 | 16 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,508 | 15 | 0.0% | 0.0% | 460 | +42 | 2.86% | Q1 2026 | Apr 23, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 1,402 | 14 | 0.01% | — | 463 | +1,402 | New | Q1 2026 | Apr 08, 2026 |
| Costello Asset Management, INC | History | No change | 1,400 | 14 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,408 | 14 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,303 | 13 | 0.0% | 0.0% | 464 | +656 | 101.39% | Q1 2026 | May 07, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,322 | 13 | 0.01% | 0.01% | 468 | +466 | 54.44% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,453 | 13 | 0.0% | 0.0% | 465 | -53 | -3.52% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,372 | 13 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UNION SAVINGS BANK | History | No change | 1,333 | 13 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,213 | 12 | 0.01% | — | 475 | +1,213 | New | Q1 2026 | Apr 02, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,243 | 12 | 0.0% | 0.0% | 472 | +1,055 | 561.17% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,200 | 12 | 0.01% | 0.0% | 474 | +806 | 204.57% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,241 | 12 | 0.0% | 0.0% | 469 | +391 | 46.0% | Q1 2026 | May 06, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,230 | 12 | 0.0% | 0.0% | 471 | -164 | -11.76% | Q1 2026 | Apr 30, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,177 | 12 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,285 | 12 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 1,104 | 11 | 0.0% | 0.0% | 477 | +828 | 300.0% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,102 | 11 | 0.0% | 0.0% | 476 | +102 | 10.2% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,097 | 10 | 0.0% | 0.0% | 485 | -577 | -34.47% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Reduced | 1,011 | 10 | 0.0% | 0.0% | 482 | -164 | -13.96% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | Reduced | 1,000 | 10 | 0.0% | 0.0% | 481 | -64 | -6.02% | Q1 2026 | Apr 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,017 | 10 | 0.0% | 0.0% | 478 | +20 | 2.01% | Q1 2026 | Apr 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,040 | 10 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clean Yield Group | History | No change | 1,000 | 10 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,095 | 10 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1,007 | 10 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 980 | 9 | 0.01% | — | 500 | +980 | New | Q1 2026 | May 14, 2026 |
| Napier Financial, LLC | History | New | 910 | 9 | 0.0% | — | 499 | +910 | New | Q1 2026 | May 05, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 900 | 9 | 0.0% | 0.0% | 489 | +500 | 125.0% | Q1 2026 | May 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 927 | 9 | 0.0% | 0.0% | 491 | +78 | 9.19% | Q1 2026 | Apr 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 978 | 9 | 0.0% | 0.0% | 487 | -31 | -3.07% | Q1 2026 | May 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 970 | 9 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 987 | 9 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 950 | 9 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CNB Bank | History | No change | 910 | 9 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | No change | 915 | 9 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 950 | 9 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MTM Investment Management, LLC | History | No change | 989 | 9 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 916 | 9 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fairman Group, LLC | History | No change | 927 | 9 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 971 | 9 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | New | 800 | 8 | 0.0% | — | 506 | +800 | New | Q1 2026 | May 05, 2026 |
| Arlington Trust Co LLC | History | Added to | 820 | 8 | 0.0% | 0.0% | 505 | +420 | 105.0% | Q1 2026 | Apr 08, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 864 | 8 | 0.0% | 0.0% | 503 | +75 | 9.51% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | No change | 882 | 8 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 818 | 8 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 890 | 8 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard National Trust Co | History | New | 738 | 7 | 0.0% | — | 512 | +738 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 705 | 7 | 0.0% | 0.0% | 509 | -334 | -32.15% | Q1 2026 | May 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 773 | 7 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DT Investment Partners, LLC | History | No change | 730 | 7 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 781 | 7 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Connections Group, Inc. | History | No change | 741 | 7 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 660 | 6 | 0.0% | 0.0% | 517 | +334 | 102.45% | Q1 2026 | Apr 17, 2026 |
| Stone House Investment Management, LLC | History | Added to | 663 | 6 | 0.0% | 0.0% | 514 | +324 | 95.58% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 638 | 6 | 0.0% | 0.0% | 515 | +45 | 7.59% | Q1 2026 | Apr 24, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 636 | 6 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Piscataqua Savings Bank | History | No change | 682 | 6 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Perspectives, Inc | History | No change | 628 | 6 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | Reduced | 597 | 5 | 0.0% | 0.01% | 526 | -10,462 | -94.6% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 962 | 5 | 0.0% | 0.0% | 523 | -700 | -42.12% | Q1 2026 | Apr 10, 2026 |
| Whipplewood Advisors, LLC | History | New | 576 | 5 | 0.0% | — | 529 | +576 | New | Q1 2026 | Apr 30, 2026 |
| Destiny Wealth Partners, LLC | History | New | 521 | 5 | 0.0% | — | 528 | +521 | New | Q1 2026 | May 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 500 | 5 | 0.0% | — | 527 | +500 | New | Q1 2026 | Apr 28, 2026 |
| True Wealth Design, LLC | History | Reduced | 584 | 5 | 0.0% | 0.0% | 524 | -126 | -17.75% | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 587 | 5 | 0.0% | 0.0% | 522 | +26 | 4.63% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 551 | 5 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 563 | 5 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Colonial Trust Advisors | History | No change | 519 | 5 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 592 | 5 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 445 | 4 | 0.0% | 0.0% | 530 | -372,812 | -99.88% | Q1 2026 | May 12, 2026 |
| Community Financial Services Group, LLC | History | New | 443 | 4 | 0.0% | — | 537 | +443 | New | Q1 2026 | Apr 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 414 | 4 | 0.0% | — | 538 | +414 | New | Q1 2026 | May 07, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 441 | 4 | 0.0% | 0.0% | 533 | +66 | 17.6% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 458 | 4 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MOTCO | History | No change | 408 | 4 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | No change | 480 | 4 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 404 | 4 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 377 | 3 | 0.0% | — | 553 | +377 | New | Q1 2026 | May 05, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 330 | 3 | 0.0% | — | 554 | +330 | New | Q1 2026 | May 12, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 393 | 3 | 0.0% | 0.0% | 548 | +225 | 133.93% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 322 | 3 | 0.0% | 0.0% | 552 | +49 | 17.95% | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | Added to | 346 | 3 | 0.0% | 0.0% | 545 | +48 | 16.11% | Q1 2026 | May 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 393 | 3 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 348 | 3 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COUNTRY TRUST BANK | History | No change | 300 | 3 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Asset Dedication, LLC | History | No change | 356 | 3 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | No change | 308 | 3 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 375 | 3 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 317 | 3 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 375 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 355 | 3 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 237 | 2 | 0.0% | 0.02% | 566 | -8,157 | -97.18% | Q1 2026 | May 11, 2026 |
| Navigoe, LLC | History | Reduced | 233 | 2 | 0.0% | 0.01% | 571 | -1,233 | -84.11% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 265 | 2 | 0.0% | 0.0% | 562 | -1,070 | -80.15% | Q1 2026 | May 20, 2026 |
| Accordant Advisory Group Inc | History | New | 280 | 2 | 0.0% | — | 579 | +280 | New | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | New | 275 | 2 | 0.0% | — | 580 | +275 | New | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 257 | 2 | 0.0% | — | 581 | +257 | New | Q1 2026 | May 15, 2026 |
| Scarborough Advisors, LLC | History | New | 251 | 2 | 0.0% | — | 576 | +251 | New | Q1 2026 | May 07, 2026 |
| Abound Wealth Management | History | Added to | 262 | 2 | 0.0% | — | 565 | +236 | 907.69% | Q1 2026 | Apr 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 229 | 2 | 0.0% | — | 574 | +229 | New | Q1 2026 | Apr 14, 2026 |
| Mosley Wealth Management | History | New | 226 | 2 | 0.0% | — | 578 | +226 | New | Q1 2026 | Apr 27, 2026 |
| Raleigh Capital Management Inc. | History | New | 224 | 2 | 0.0% | — | 577 | +224 | New | Q1 2026 | Apr 28, 2026 |
| First Pacific Financial | History | New | 204 | 2 | 0.0% | — | 575 | +204 | New | Q1 2026 | Apr 23, 2026 |
| CVA Family Office, LLC | History | Added to | 225 | 2 | 0.0% | 0.0% | 561 | +100 | 80.0% | Q1 2026 | Apr 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 282 | 2 | 0.0% | 0.0% | 564 | -39 | -12.15% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 284 | 2 | 0.0% | 0.0% | 556 | -12 | -4.05% | Q1 2026 | May 06, 2026 |
| CGC Financial Services, LLC | History | Added to | 293 | 2 | 0.0% | 0.0% | 568 | +1 | 0.34% | Q1 2026 | Apr 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 211 | 2 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | No change | 249 | 2 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 286 | 2 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 250 | 2 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Truvestments Capital LLC | History | No change | 291 | 2 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 230 | 2 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ORG Partners LLC | History | No change | 221 | 2 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| YANKCOM Partnership | History | No change | 210 | 2 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 214 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 200 | 2 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 207 | 2 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 115 | 1 | 0.0% | 0.01% | 587 | -60,553 | -99.81% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 111 | 1 | 0.0% | 0.0% | 599 | -400 | -78.28% | Q1 2026 | May 05, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 122 | 1 | 0.0% | — | 605 | +122 | New | Q1 2026 | Apr 20, 2026 |
| NFSG Corp | History | Reduced | 126 | 1 | 0.0% | 0.0% | 596 | -59 | -31.89% | Q1 2026 | May 05, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 100 | 1 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 190 | 1 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Towne Trust Company, N.A | History | No change | 100 | 1 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | No change | 140 | 1 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 100 | 1 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Heritage Wealth Advisors | History | No change | 123 | 1 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | No change | 144 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pflug Koory, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 100 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pacifica Partners Inc. | History | No change | 175 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Corsicana & Co. | History | No change | 125 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | No change | 177 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aspect Partners, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Bank & Trust Co | History | No change | 163 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 172 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 110 | 1 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Walsh & Associates, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,196,795 | -100.0% | Q1 2026 | May 15, 2026 |
| Heathbridge Capital Management Ltd. | History | Closed out | 0 | 0 | — | 4.06% | — | -1,050,050 | -100.0% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -900,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -766,196 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -665,634 | -100.0% | Q1 2026 | May 15, 2026 |
| Transmarket Holdings LP | History | Closed out | 0 | 0 | — | 4.85% | — | -656,505 | -100.0% | Q1 2026 | May 13, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 1.34% | — | -539,640 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -521,539 | -100.0% | Q1 2026 | Apr 16, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -445,055 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125,409 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -87,487 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -54,206 | -100.0% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,696 | -100.0% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,356 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -40,834 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,176 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -30,795 | -100.0% | Q1 2026 | May 15, 2026 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -18,414 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,884 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,047 | -100.0% | Q1 2026 | May 01, 2026 |
| Essex Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -13,295 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Busey Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -12,645 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,478 | -100.0% | Q1 2026 | May 04, 2026 |
| Bain Capital Public Equity, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -12,144 | -100.0% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,409 | -100.0% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,373 | -100.0% | Q1 2026 | May 13, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,042 | -100.0% | Q1 2026 | May 12, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,617 | -100.0% | Q1 2026 | May 13, 2026 |
| Old Port Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -10,601 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,376 | -100.0% | Q1 2026 | Apr 21, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,097 | -100.0% | Q1 2026 | May 11, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.04% | — | -10,064 | -100.0% | Q1 2026 | May 05, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,347 | -100.0% | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 12, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,128 | -100.0% | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,017 | -100.0% | Q1 2026 | May 07, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -956 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -920 | -100.0% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -807 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -787 | -100.0% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -533 | -100.0% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -439 | -100.0% | Q1 2026 | May 06, 2026 |
| Nova Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -396 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 14, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -81 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q1 2026 | May 14, 2026 |
| FIRST UNITED BANK & TRUST | History | New | 70 | 0 | — | — | — | +70 | New | Q1 2026 | Apr 21, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Reduced | 93 | 0 | — | 0.0% | — | -31 | -25.0% | Q1 2026 | May 14, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 27, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 10 | 0 | — | — | — | -5 | -33.33% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Anfield Capital Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Morse Asset Management, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Centennial Bank/AR/ | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WPG Advisers, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Holos Integrated Wealth LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Meramec Financial Planners, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BAYBAN | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |